Last updated: October 2026
We may collect information you voluntarily provide through website forms, including your name, email address, phone number, enquiry details, and other information necessary to respond to your request or provide relevant financial services information.
Where relevant to an enquiry or engagement, financial information may be requested to understand the scope of services required. Only information reasonably necessary for the stated purpose should be provided through appropriate communication channels.
Information may be used to respond to enquiries, communicate about requested services, provide newsletter communications where applicable, maintain records, improve website content, and support legitimate administrative or operational purposes.
If you subscribe to a financial newsletter, your submitted contact details may be used to deliver the requested communications. Newsletter information should describe its purpose, frequency, and applicable communication preferences in accordance with relevant requirements.
Personal information may be shared with service providers or other parties where reasonably necessary for website operation, communication, administration, legal obligations, or other stated purposes. Information should not be disclosed beyond applicable requirements and legitimate business needs.
The website may use cookies, analytics tools, or similar technologies to understand general website activity, maintain functionality, improve performance, and identify technical issues. These technologies may collect non-identifying browsing information depending on the tools implemented.
Reasonable administrative, technical, and organizational measures may be used to protect personal information from unauthorized access, alteration, disclosure, or loss. However, no electronic transmission or storage method can be considered completely secure in every circumstance.
Personal information may be retained for as long as reasonably necessary to fulfill the purposes described in this policy, maintain appropriate records, resolve enquiries, meet contractual responsibilities, or comply with applicable legal, regulatory, accounting, or reporting requirements.
Depending on applicable law and circumstances, you may have rights concerning access, correction, deletion, restriction, or other handling of your personal information. Requests can be submitted through the contact details provided on this website.
This Privacy Policy may be reviewed and updated periodically to reflect changes in services, website practices, technology, or applicable requirements. The latest version published on this website will describe the practices currently applicable to information collected through the site.